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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,836 | $73,532-22.7% | $178,540-68.2% | $74,459-23.7% |
| Participation rate | 95.1% | 66.6%+28.5pp | 77.1%+18.0pp | 67.2%+27.9pp |
| Annual return | 12.72% | 17.51%-4.8pp | 27.15%-14.4pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $2,336 | $2,221+5.2% | $3,953-40.9% | $2,626-11.0% |
| Participant deferral / active EE | $4,607 | $4,519+2.0% | $6,281-26.6% | $4,350+5.9% |
| Admin fee / account holder | $2,122 | $1,813+17.1% | $10,424-79.6% | $1,945+9.1% |